Update Existing Contact from a lead

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Posted on by LisaMB

I would like to update existing contact fields with fields from a lead when the lead is qualified (that has an existing contact).

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LuHao 40,890 on at

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RE: Update Existing Contact from a lead

Hi Lisa,

Please post a new thread for this question.

The forum experts and I will continue to help you.

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LisaMB 75 on at

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RE: Update Existing Contact from a lead

How do I get any activities to roll up to an existing contact? For instance a note or email?

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LisaMB 75 on at

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RE: Update Existing Contact from a lead

Thanks! This worked.

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AlaCh 35 on at

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RE: Update Existing Contact from a lead

The simple way is to use the fields mapping in the relation between lead and contact. You can also create a workflow to update contact based on the lead status.

Ala,

Please mark as verified if the answer is helpful.

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LuHao 40,890 on at

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RE: Update Existing Contact from a lead

Hi Lisa,

In this scenario, when Qualify Lead, you don't need to create a new Contact, but only update Existing Contact, right?

If so, we will create a workflow.

Go to Advanced Settings > Processes, new a workflow for Lead.

Check Record status changes. Select Scope to Organization.

Add a step - Check Condition.

If Lead:Status equals [Qualified] AND Lead:Parent Contact for lead contains data

Then add a step - Update Record.

Update Parent Contact for lead, use Lead's fields dynamics value to update the Contact's fields.

Finally activate the workflow.

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Jomy Jose 290 on at

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RE: Update Existing Contact from a lead

You can create a workflow on lead qualification and use an update of existing contact with required mappings from lead.

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meelamri 13,216 User Group Leader on at

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RE: Update Existing Contact from a lead

Hi,

You can use fields mapping:

organonconsulting.com.au/.../

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